Personal Banker

About the role

Interact with new and existing customers to match services that best fit their individual needs. Maintain and service an existing client base of business. Respond to inquiries and resolve issues.

Responsibilities

• Assist customers promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the SMILE program.
• Open new deposit accounts, update customer files, or close accounts according to policy.
• Make account inquiries, accept consumer loan applications, submit consumer loan applications for approval, process draws, process loan payments, and assist customers with safe deposit entry.
• Prepare loan documents and service existing consumer loan customer accounts.
• Prepare various mandated reports and file documents with designated agencies.
• Meet accuracy and correctness of work standards as required.
• Meet or exceed required cross-sell requirements annually.
• Contribute to branch deposit growth and branch profitability annual goals.
• Resolve customer complaints or ensure that the complaint is referred to the appropriate individual for resolution.
• Record detailed documentation of customer interactions and transactions, complaints, comments, and actions taken.
• Verify and ensure that appropriate action was taken in resolving customer problems.
• Perform other duties as assigned.

Requirements

• High school diploma or GED equivalent.
• 1-2 years of related work experience.
• Knowledge, skills, and ability to perform the essential requirements of the job.

Physical Requirements

• Long periods of standing or sitting, typing, and repetitive motion.
• Ability to lift and carry up to 25 lbs on occasion.